Why You Should Integrate Salesforce With Your Erp & Accounting System

What's Salesforce CRM and Why You Should Integrate it With Your ERP

Salesforce is a Customer Relationship Management (CRM) system designed to help you develop stronger, lasting relationships with your customers and prospects.

Salesforce can do many things for your business, including:

Empower you to close more deals

With Salesforce, you can track all of your customer information and interactions in one place. This means you can have a complete view of your customers and prospects, including activity history, key contacts, customer communications, and internal account discussions. You also maintain all the details on your team’s involvement with the project (stage, products, quotes, etc.)

Help you find and nurture leads

Lead management through Salesforce allows you to track your leads through the entire sales process from click to close. With Salesforce’s marketing automation tool, Pardot, you can create, deploy, and manage effective online campaigns in order to generate and qualify more leads.

Allow you to make insightful decisions

Salesforce allows you to maintain reports and dashboards that offer a real-time picture of your business at a glance. You can dig deeper with detailed reports that can be custom-built, and access your reports and dashboards anywhere, anytime. With Salesforce, sales forecasting is fast, easy, and accurate since you have a complete view of your entire pipeline and are able to take action where necessary.

There’s no denying the benefits of Salesforce as a tool for your business in and of itself. But, when connected with your accounting/ERP system, the result is an integrated business solution that can help your company grow and flourish.

A Salesforce-ERP integration solution will enable your business to further organize data and make it readily available for internal business processes and interaction with customers.

This automation can be enabled for opportunities, accounts, products and purchase orders, resulting in one master record that is shared between systems, using inbound and outbound touchpoints.

“Integration has saved us at least 10 hours a week on just the fulfillment side. This new process has helped streamline the way our orders are inputted into Sage 100, and our team couldn’t be happier with the automation.
”

Kyle Brandt, Wilson Electronics

“Life at Char-Griller is better now with eBridge integration.”

Nicholas Williams, Char-Griller

“If your business is at a point where you are doing a lot of manual data entry and you need automate processes, I would definitely recommend looking at eBridge Connections. Now that we have an integration solution in place, I can’t imagine operating without it.”

Eric Marquardt, LifeCORE Fitness

“So far so good. We are happy to see this [ShipStation integration] process up and running.”

Jason Barnell, DroneNerds

“eBridge's team understood what we needed and helped us every step of the way. They were always available for whatever we needed as we developed our new systems and helped bring us from idea to implementation to real world application. I would like to say thank you to the entire eBridge family for all the time and effort they put in to help us achieve our goals and highly recommend them to any business that sells online.”